Internal Advisor Consultant

Franklin Templeton Investments

Rancho Cordova, CA, USA

Full time
Business Development
Consultant
Sales

Job Description

Responsibilities include:

Conduct proactive sales presentations to top and 2nd tier producers highlighting the FT products and services. Discuss how the FT tools and services can meet the reps needs based on the reps’ acquired profile information.

Assist with territory and firm-wide campaigns through proactive contact and relationship building with clients.

Presentation and territory development. Assist in the development and management of territory business plans focused on top and second tier producers.

Create and tailor sales ideas and presentations based on broker profiles and channel focus.

Participate in new and existing training programs to enhance performance and further career development. Mentor new & existing internal wholesalers and sales associates

QualificationsIdeal candidates will have:

Bachelor's degree or equivalent required.

Series 7 required. Series 63 required with training provided for eligible.

Two to three years equivalent sales or service experience

In addition to the dynamic and professional environment at Franklin Templeton, we strive to ensure that our employees have access to a competitive and valuable set of Total Rewards—the mix of both monetary and non-monetary rewards provided to you in recognition for your time, talents, efforts, and results.

Since 1947, our firm has been dedicated to delivering exceptional asset management for our institutional, retail, and high-net-worth clients. By bringing together multiple, world-class investment teams in a single firm, we’re able to offer specialized expertise across a full range of asset classes, supported by the strength and resources of one of the world’s largest asset managers. This has helped us become a trusted partner to financial advisors and investors across the globe.